Market Reactions to Semiconductor Tariffs and Tech Investments

S&P, Dow, and Nasdaq all kicking off the week in the green for the first hour of trade – David Faber, Carl Quintanilla, and Leslie Picker broke down the latest headlines out of Washington amidst some confusion on tariff carve-outs for key products like laptops and smartphones. What the White House is saying – plus more on what it could mean for Apple and Nvidia, as those shares gain.

Also in focus: Who will drive the Post-American Global Economy? Former U.K. Treasury Minister and once Chairman of Goldman’s Asset Management Business, Jim O’Neill joined the team fresh off a new op-ed arguing for new strategies here… And CNBC’s Steve Liesman broke down new worries over the Dollar, hitting 3-year lows in the session.

Plus: how to play the bank stocks here, as Goldman becomes the latest of the group to report new numbers – and CEO David Solomon warns of recession risks on the call… And what’s at stake in the FTC’s growing battle with Meta, as their antitrust case kicks off in court today.

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